JCI vs LII vs CSW Stock Comparison

Johnson Controls International, Lennox International and Csw Industrials Prices as of Oct 23, 2026 Peers: Industry group

Head to Head

12 decided of 12

Lennox International leads on 7 of the 12 questions below (Lennox International 7, Johnson Controls International 4, Csw Industrials 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionJCILIICSWLeader
Larger companyMarket capitalisation $89.59B $12.70B $4.95B JCI
Cheaper on earningsLower P/E, profitable companies only 25.0x 16.1x — LII
Cheaper on forward earningsLower price / next fiscal year consensus EPS 29.4x 16.6x 22.8x LII
Faster revenue growthRevenue growth, trailing twelve months +6.8% -2.1% — JCI
More profitableNet margin, trailing twelve months 14.3% 14.9% — LII
Better return on capitalReturn on invested capital 10.5% 29.8% — LII
Less leveragedLower net debt / EBITDA 2.3x 1.3x — LII
Higher dividend yieldTrailing dividend yield 0.01% 0.01% 0.00% LII
Better 1-year returnPrice return, last 12 months +30.2% -24.0% +22.2% JCI
Better 5-year returnAnnualised price return, 5 years +14.3%/yr +3.8%/yr +16.7%/yr CSW
Less volatileAnnualised volatility, 1 year 31.3% 41.0% 43.5% JCI
Higher overall scoreMean of the five percentile scores vs peers 44/100 58/100 — LII

Percentile Scorecard

JCILIICSW

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisJCILIICSW
Valuation 15 #47 of 55 46 #30 of 55 –
Growth 88 #7 of 51 46 #28 of 51 –
Profitability 62 #20 of 51 92 #5 of 51 –
Financial Health 24 #45 of 59 38 #37 of 59 52 #29 of 59
Shareholder Returns 33 #28 of 41 70 #13 of 41 10 #37 of 41
Overall 44 58 –
  • JCI ranked among 59 companies in Construction Products
  • LII ranked among 59 companies in Construction Products
  • CSW ranked among 59 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodJCILIICSWSPY
1 month -1.4%+1.0%-0.8% -1.0%
3 months +0.3%-30.5%+2.2% +2.9%
6 months +1.4%-23.4%-0.1% +6.4%
Year to date +20.2%-22.5%+0.8% +11.4%
1 year +30.2%-24.0%+22.2% +13.1%
3 years +195.4%+8.9%+70.7% +79.4%
3 years, per year +43.5%+2.9%+19.5% +21.5%
5 years +94.9%+20.5%+116.7% +67.7%
5 years, per year +14.3%+3.8%+16.7% +10.9%
10 years +226.7%+150.6%+861.8% +255.2%
10 years, per year +12.6%+9.6%+25.4% +13.5%

Risk

MeasureJCILIICSWSPY
Volatility, 1Y 31.3%41.0%43.5% 12.7%
Downside volatility, 1Y 32.6%46.0%43.9% 12.7%
Beta vs S&P 500, 1Y 1.131.341.39 1.00
Return / volatility, 1Y 0.97-0.590.51 1.03
Max drawdown, 5Y -43.1%-48.6%-46.3% -25.4%
From 52-week high -9.3%-34.4%-15.8% -2.5%
52-week high $158.77$572.95$351.14 $779.14
52-week low $110.55$348.85$238.11 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleJCILIICSW
P/E now vs peer median 24.5xmedian 19.9x 16.5xmedian 19.9x —median 19.9x
P/S now vs peer median 3.5xmedian 1.5x 2.5xmedian 1.5x —median 1.5x
EV/EBITDA now vs peer median 25.5xmedian 12.6x 12.5xmedian 12.6x —median 12.6x
P/FCF now vs peer median 27.5xmedian 16.1x 17.6xmedian 16.1x —median 16.1x
P/B now vs peer median 6.5xmedian 3.0x 10.0xmedian 3.0x 5.0xmedian 3.0x
PEG now vs peer median 0.98median 0.98 1.22median 0.98 —median 0.98

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsJCILIICSW
Revenue $25.00B $5.30B –
Gross profit $9.16B $1.77B –
Operating income $2.99B $1.04B –
Net income $3.58B $788.60M –
Free cash flow $3.17B $738.70M –
EPS (diluted) $5.87 $22.66 –
Cash & equivalents $641.00M $51.50M $33.80M
Total debt $9.48B $1.58B $869.29M
Shares (diluted) 610.00M 34.80M 16.64M
Enterprise value $87.32B $12.50B $4.80B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricJCILIICSW
P/E 24.5x 16.5x –
P/FCF 27.5x 17.6x –
P/Operating cash flow 24.6x 14.5x –
P/S 3.5x 2.5x –
P/B 6.5x 10.0x 5.0x
P/Tangible book 8.7x 12.6x 35.2x
EV/EBITDA 25.5x 12.5x –
EV/EBIT 32.1x 13.9x –
EV/Revenue 3.8x 2.7x –
EV/FCF 30.3x 19.7x –
EV/Operating cash flow 27.1x 16.2x –
PEG (3Y EPS CAGR) 0.98 1.22 –

Growth

14 metrics
MetricJCILIICSW
Revenue growth (1Y) 6.8% -2.1% –
Revenue CAGR (3Y) 4.4% 3.4% –
Gross profit growth (1Y) 7.7% -2.2% –
Gross profit CAGR (3Y) 5.5% 8.5% –
Operating income growth (1Y) 14.1% -2.6% –
Operating income CAGR (3Y) 27.4% 12.3% –
Net income growth (1Y) 60.4% -6.6% –
Net income CAGR (3Y) 20.0% 12.7% –
EPS growth (1Y) 72.9% -4.7% –
EPS CAGR (3Y) 25.0% 13.5% –
Operating cash flow growth (1Y) 20.5% 7.1% –
Operating cash flow CAGR (3Y) 41.2% 28.7% –
Free cash flow growth (1Y) 29.8% 8.6% –
Free cash flow CAGR (3Y) 56.0% 38.2% –

Profitability

14 metrics
MetricJCILIICSW
Gross margin 36.7% 33.3% –
EBITDA margin 15.1% 22.0% –
Operating margin 12.0% 19.7% –
Pretax margin 10.9% 18.5% –
Net margin 14.3% 14.9% –
FCF margin 12.7% 13.9% –
Operating cash flow margin 14.2% 16.9% –
Return on equity 27.0% 62.8% –
Return on assets 9.5% 17.8% –
Return on invested capital 10.5% 29.8% –
Return on capital employed 11.0% 35.0% –
Asset turnover 0.6x 1.2x –
Cash conversion (OCF / net income) 1.0x 1.1x –
Stock comp / revenue 0.5% 0.5% –

Financial Health

11 metrics
MetricJCILIICSW
Debt / assets 24.4% 34.8% 37.5%
Debt / equity 0.7x 1.2x 0.8x
Net debt / EBITDA 2.3x 1.3x –
Debt / FCF 3.0x 2.1x –
Liabilities / assets 65.1% 71.5% 54.7%
Equity / assets 34.9% 28.5% 45.3%
Interest coverage – 18.5x –
Current ratio 1.0x 1.6x 2.6x
Quick ratio 0.9x 0.7x 1.1x
Cash ratio 0.1x 0.0x 0.1x
Altman Z-score – 6.14 –

Shareholder Returns

7 metrics
MetricJCILIICSW
Dividend yield 1.1% 1.4% 0.4%
Net buyback yield 6.7% 2.6% –
Shareholder yield 7.8% 4.0% 0.4%
Payout ratio (earnings) 27.3% 23.1% –
Payout ratio (FCF) 30.8% 24.6% –
Dividend growth (1Y) -0.3% 11.1% –
Dividend CAGR (3Y) 0.2% 6.5% –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusJCILIICSW
Forward P/E 29.4xFY2026 16.6xFY2026 22.8xFY2026
EPS, next fiscal year $4.89FY2026 $22.66FY2026 $13.00FY2026
EPS growth, next FY +30.1%FY2026 -2.2%FY2026 +25.2%FY2026
EPS growth, the year after +30.9% +8.1% +12.4%
Revenue, next fiscal year $26.80BFY2026 $5.75BFY2026 $1.20BFY2026
Revenue growth, next FY +13.6%FY2026 +10.5%FY2026 +10.8%FY2026
Revenue growth, the year after +6.3% +7.7% +7.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersJCILIICSW
Held by institutions 89.5% 77.3% 100.0%
Institutions holding 1,597 655 358
Change in shares held, QoQ -1.1% +1.8% -1.1%
Institutions buying 790 315 164
Institutions selling 557 236 133
Buyers to sellers 1.42 1.33 1.23

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

JCILIICSW
JCI 1.00 0.33 0.35
LII 0.33 1.00 0.53
CSW 0.35 0.53 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, JCI, LII and CSW?

Johnson Controls International (JCI) is the largest by market capitalisation: Johnson Controls International (JCI) $89.59B, Lennox International (LII) $12.70B, Csw Industrials (CSW) $4.95B.

Which stock is cheaper, JCI, LII and CSW?

Lennox International (LII) trades on the lowest price-to-earnings ratio (Johnson Controls International (JCI) 25.0x, Lennox International (LII) 16.1x). On next year's consensus earnings, Lennox International (LII) is cheapest (Johnson Controls International (JCI) 29.4x, Lennox International (LII) 16.6x, Csw Industrials (CSW) 22.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Johnson Controls International (JCI) grew revenue fastest over the trailing twelve months: Johnson Controls International (JCI) +6.8%, Lennox International (LII) -2.1%.

Which company is more profitable?

Lennox International (LII) has the highest net margin (Johnson Controls International (JCI) 14.3%, Lennox International (LII) 14.9%). On return on invested capital, Lennox International (LII) leads (Johnson Controls International (JCI) 10.5%, Lennox International (LII) 29.8%).

Which stock has performed better?

Over the past year Johnson Controls International (JCI) returned the most: Johnson Controls International (JCI) +30.2%, Lennox International (LII) -24.0%, Csw Industrials (CSW) +22.2%. Over five years, Csw Industrials (CSW) compounded fastest (Johnson Controls International (JCI) +14.3%/yr, Lennox International (LII) +3.8%/yr, Csw Industrials (CSW) +16.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Lennox International (LII) has the highest dividend yield: Johnson Controls International (JCI) 0.01%, Lennox International (LII) 0.01%, Csw Industrials (CSW) 0.00%. Csw Industrials (CSW) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Johnson Controls International (JCI) has been the steadiest (Johnson Controls International (JCI) 31.3%, Lennox International (LII) 41.0%, Csw Industrials (CSW) 43.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, JCI, LII and CSW?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Lennox International (LII) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.